12/03/2024 Cross Asset Research Cross Asset Investment Strategy - March 2024 Explore the intricacies of global finance with insights on US economic indicators, emerging market trends, and macroeconomic forecasts. Delve into the...
12/03/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - March 2024 Stay informed on finance with our expert analysis. Explore macroeconomic trends, Eurozone PMIs, emerging markets, central bank updates & geopolitical...
12/03/2024 Economy & Markets Macroeconomic and financial market forecasts - March 2024 Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of March 7, 2024. Get insights crucial for informed decision-making...
12/03/2024 Economy & Markets 6 questions concerning the weakness behind US resiliency Stay informed on US economy trends in finance. Discover insights on deceleration signs, rising delinquency rates, and the impact of restrictive monetary...
16/03/2023 Economy & Markets European banking sector set to withstand Credit Suisse fragility Assessment of the recent developments regarding Credit Suisse with views on the European banking sector.
6/03/2023 Equity European equities are favoured in a fragile earnings outlook Q4 2022 was the first quarter of YoY profit declines for the United States, while Europe has held up better. In the United States, Big Tech-related sectors...
3/01/2023 Economy & Markets A strained German economy can be good news for Europe The energy crisis resulting from the war in Ukraine has altered profoundly Europe’s economic performance and prospects.
2/12/2022 Economy & Markets When fiscal policy puts the European institutions under pressure After several months of informal negotiations, the European Commission proposed on 9 November a reform of the Stability and Growth Pact (SGP) to be debated....
2/12/2022 Fixed Income & FX European fixed income: the difficult equation if the energy crisis persists Beyond the impact of domestic economic variables, euro rates are determined by the energy crisis and political monetary choices.
7/11/2022 Economy & Markets False sense of security from easing energy prices Natural gas prices have plunged since their summer peak, supported by ample stocks and by the EU emergency measures.
3/02/2022 Economy & Markets European strategic sovereignty must be an investment opportunity The concept of strategic sovereignty goes far beyond the issues of security and defence. It also assumes relative self-sufficiency, and the ability to...
5/01/2022 Economy & Markets You asked, we answer - January 2022 Our Global Views team attempts to answer some of the questions often asked by our clients.